?о?????Gartner?????????????磬????磬???????????????Global foundries?????????о?????????????????????????????????“о??????г??????????????????????????????????????????????о??????г???????????????????”

???????????????????HSBC??IBS????ó?????????IBS??????????????????????“??????2013??о??????г???????????????”

“????????????????????????????2?????????????о????????????????????????????г????????????????С????Щ?????????????????????????????”

??IBS????2011???°???????г???о?????????????12.7??????/?￡??????о????????????????????26.2??????/?￡?????????????????45/40nm??32/28nm??22/20nm????????о??????????????????????

?????

??1??2011???°???45/40nm????????г?????????????10.9??????/?????????о?????45/40nmо?????????14.5??????/???

??2??????32/28nmо???????г??????1.8??????/?￡?????????????10??????/???

??3??????22/20nmо???????г??????0?????￡?????????????1.7??????/???

??????????????C.J. Muse?????о??????????????????????????????????????????????????????д???????????“???????????????????????????????35%???????LSI?????????42%??????Global Foundries????????????????????????????????????????????????”

???????о??????????????????????????????棬?????????????????????????????????????????????????Χ?????????????λ??????Χ??????

“????????????????????????????μ???4%????????????????????14%?????????????????Щ??????????μ?10%??????????????????5%?????????????????????????????????????????????????????????????????С???????????????????????о??г?????????????????????????????洢IC?????????????????????????????7%??????????????4%???????????????????????????????????????????????”

????о??????????????????????????????????????????????????????????????Щ?????????????????????????????OEM????????????????????????????????ODM?????????????????????????????????????????12%???????????????????Щ??????豸??????????????7%??????????????????????μ?10%????????Щ????????????3D TV???????????????DSPо??????μ??????????豸????????????????????